EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$793K
3
+$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$453K
5
LNC icon
Lincoln National
LNC
+$315K

Top Sells

1
+$569K
2
+$392K
3
+$383K
4
EBAY icon
eBay
EBAY
+$320K
5
URBN icon
Urban Outfitters
URBN
+$300K

Sector Composition

1 Financials 17.16%
2 Healthcare 8.34%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K 0.01%
+284
627
$8K 0.01%
535
+68
628
$8K 0.01%
293
629
$8K 0.01%
205
-7,690
630
$8K 0.01%
409
+207
631
$8K 0.01%
193
632
$8K 0.01%
+646
633
$8K 0.01%
528
+236
634
$8K 0.01%
423
+102
635
$8K 0.01%
+420
636
$8K 0.01%
72
637
$8K 0.01%
109
+16
638
$8K 0.01%
1,648
639
$8K 0.01%
364
-58
640
$8K 0.01%
701
-257
641
$8K 0.01%
215
-28
642
$8K 0.01%
70
643
$8K 0.01%
524
644
$8K 0.01%
164
+21
645
$8K 0.01%
+507
646
$7K ﹤0.01%
54
+10
647
$7K ﹤0.01%
123
648
$7K ﹤0.01%
79
+10
649
$7K ﹤0.01%
91
+11
650
$7K ﹤0.01%
+416
24 25
26
27 28